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© Sun Life Assurance Company of Canada. All rights reserved.
We're glad to inform you that the third-party outage is now resolved. Due to this outage, some of Sun Life’s systems, business teams and external providers experienced disruption. This disruption limited our access to emails as well as the ability to process new insurance applications and other administrative requests. As a result, we’re now ramping back to full operational service over the next few days. We apologize for any inconvenience this might have caused. Again, we thank you for your patience and understanding.
PDF/Form Number | Title and description | Who it's for and length |
---|---|---|
810-5227 | Evolve Term Client Guide Help Clients understand the features and benefits of this product and how it meets their current identified needs. |
Clients 14 pages |
810-5255 | Evolve quick reference guide Your Evolve Term cheat sheet. See target markets, term length suitability, a case study and get help to start a conversation with Clients. |
Advisors 5 pages |
Advisor to Client engagement kit - individuals Engage individual Clients. Use this email template and Client-facing one-pager to start the conversation and reach prospects. Download the corresponding PDF to attach in the prospecting email. |
Clients 2 pages |
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Advisor to business owner engagement kit Helpful resources to engage business owner Clients. Use this email template and Client-facing one-pager to start the conversation and reach prospects. Download the corresponding PDF to attach in the prospecting email. |
Clients 2 pages |
PDF/Form Number | Title and description | Who it's for and length |
---|---|---|
810-5246 | Essential Term Client Guide Help Clients understand the features and benefits of this product and how it meets their current identified needs. |
Clients 7 pages |
810-5247 | Achievers Term Client Guide Help Clients understand the features and benefits of this product and how it meets their current identified needs. |
Clients 7 pages |
810-5258 |
Term for Diabetes quick reference guide Your Term for Diabetes cheat sheet. Get a quick glimpse at the different product solutions for Clients with diabetes and get help to start a conversation with Clients. |
Advisors 4 pages |
Advisor to Client engagement kit Download the corresponding PDF to attach in the prospecting email. |
Advisors 1 page |
PDF/Form Number | Title and description | Who it's for and length |
---|---|---|
810-5245 | Bridge Term Client Guide Help Clients understand the features and benefits of this product and how it meets their current identified needs. |
Clients 7 pages |
© Sun Life Assurance Company of Canada. All rights reserved.